Andersen Wealth Management

Andersen Wealth Management (CRD# 146154) is a financial advisory firm headquartered in Easton, MD. They manage $63,891,942 in 1,316 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
6 West Dover Street, Easton, MD 21601
https://www.linkedin.com/company/andersen-wealth-management/
By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    1,316
    ACCOUNTS
  • Average Account Value
    $48,550
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, FL, MD, NC, TX, VA

Financial Advisors at Andersen Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Michael Andersen, financial advisor Easton MD
Michael R. Andersen
CRD#: 4633775
6 West Dover Street, Easton, MD 21601

Michael Andersen (CRD# 4633775) is an Investment Advisor Representative working at Andersen Wealth Management in Easton, MD and has over 21 years of experience in the finance industry.

2
Adam Lybarger, financial advisor Easton MD
Adam L. Lybarger
CRD#: 6047385
6 West Dover Street, Easton, MD 21601

Adam Lybarger (CRD# 6047385) is an Investment Advisor Representative working at Andersen Wealth Management in Easton, MD and has over 11 years of experience in the finance industry.

3
Joseph Lorenzo, financial advisor Easton MD
Joseph F. Lorenzo
CRD#: 7531758
6 West Dover Street, Easton, MD 21601

Joseph Lorenzo (CRD# 7531758) is an Investment Advisor Representative working at Andersen Wealth Management in Easton, MD and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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